Before I go into the specifics of this post, I want to let you know that we’re starting a beta program for companies interested in what’s being outlined. If you’re interested send me an email to email@example.com
To date we’ve worked with companies that already have customer data on their own databases in-house or in the cloud. But more recently we’re working with companies that need a way to capture the information associated with documents and forms via web forms. In particular, this demand has been driven by smaller legal practices. This is fine for data entry on the desktop but what happens when you’re in the field and you need to capture data in areas suffering from poor network coverage?
Well it turns out the the web form templates that are created in the Inforama studio can be applied pretty easily to run on mobile devices. This adaptation is being carried out for field service and construction companies and this is just a quick overview of how it’s working so far.
Create the Web Form
Using the Inforama Studio Web Form Editor you can create a Web Form very quickly with the following options.
- – Components including textboxes, textareas, labels, date pickers, checkboxes, lists, entry lists, signatures, etc.
- – Multiple pages that can be displayed depending of previous page entries
- – Different styles
- – Repeatable elements
- – Out of the box validations
Create a dataset
When you have a web form created you can then generate a dataset from the fields that can be used to map to output documents.
Send invitations to complete the form
You can send invitations to users who are part of your organisation or you can send them to third parties via email.
Your organisation users can now log onto their account and get a list of invitations assigned to them. Now all they have to do is click the cache button in order to take the forms and invitation data offline.
Store and Forward
Now your organisation users can go on the road and capture data including signatures. When they get back to an area of coverage they can click the Sync button and their data will be stored on the Inforama servers.
Using the captured data, you can now generate documents from templates that you manage within Inforama, or you can use the data to generate emails including generated documents as attachments.
As I said at the beginning of this post we’re looking for people who are interested in beta testing the mobile forms. The advantage for beta users is that they get to shape the first release of the mobile forms. If you’re interested drop us a line to firstname.lastname@example.org